See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,012 | $138,065-49.3% | $123,544-43.3% | $135,375-48.3% |
| Participation rate | 78.3% | 84.7%-6.5pp | 82.3%-4.0pp | 82.6%-4.4pp |
| Annual return | -7.86% | 153.68%-161.5pp | 119.20%-127.1pp | 519.73%-527.6pp |
| Employer contribution / active EE | $2,521 | $5,151-51.1% | $4,628-45.5% | $4,779-47.3% |
| Participant deferral / active EE | $4,829 | $6,799-29.0% | $6,426-24.8% | $5,609-13.9% |
| Admin fee / account holder | $1,442 | $10,916-86.8% | $9,284-84.5% | $10,827-86.7% |